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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karim? Claim Your ProfileKarim Sadrudin Premji is an experienced financial advisor, registered in Florida and Texas. Karim has been in the industry since 1999 and is currently employed by Merrill Lynch, Pierce, Fenner & Smith Inc. He is also registered with FINRA and holds a Series 6, 7, 9, 10, 24, 66, and SIE licenses. Karim has previously worked at LINSCO/PRIVATE LEDGER CORP. and ALLEN & COMPANY OF FLORIDA, INC. Karim Sadrudin Premji provides investment advice to individuals, corporations, charitable organizations, and pension and profit-sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
06/05/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LAKELAND FL)
SC
12/19/2001 - 06/06/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
FL
10/16/2000 - 12/20/2001
ALLEN & COMPANY OF FLORIDA, INC. (LAKELAND FL)
MA
03/01/1999 - 10/25/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
BOTH
Issued 04/26/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/15/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/15/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/28/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2009
Series 3 - National Commodity Futures Examination
BC
Issued 12/11/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/26/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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